What is in the module
Pressing Intelligence in the sidebar opens Business position, the overview. The rows beneath it are:
- Cycles — the workspace's periods, and how each one went. See Cycles.
- Operations — how the work is flowing.
- Clients — health across the whole book.
- Forecasts — revenue, cash and capacity ahead.
- Alerts — what needs a decision, from every rule.
- Process analysis — where the workflows wait.
- People analytics — performance across the organisation. See People Analytics.
Each row is shown only to somebody who can open it. The Manager Cockpit, which used to sit here, is now under People; see Manager Cockpit.
Business position
Where: rople.app/w/insights
Where the company stands, and the records behind it.
The cycle band. At the top, the cycle running now — its name, "Day 20 of 92" and a bar — linking to This cycle, trends and comparisons on Cycles.
The headline figures. Each one carries its value, a bar, a line saying what it means, From naming the records it was read from, and a link into the module that owns it.
- Closed won (called Revenue closed where the workspace also records realtor sales) — revenue in the running cycle. Revenue is the contract value of client accounts opened in the cycle, plus realtor sales no contract covers. It is never a lead's estimate.
- Open pipeline — the worth of leads still live, as of today.
- Cash collected — receipts in the running cycle, less refunds.
- Past its due date — instalments due before today and still unsettled.
- Budget used — spend against approved project budgets.
- Committed, not paid — purchase requests approved or ordered, money not yet out.
Closed won and Cash collected count the running cycle, so they read the same as Home and as the cycle's row on Cycles. The rest are where things stand today.
The readings. A tile for each Intelligence reading, each opening its screen:
- Alerts — how many are live, how many critical or high, how many escalated.
- Operations — the share of work finished on time, overdue tasks, and how much of this week is committed.
- Clients — accounts at risk, to watch, and renewing in 60 days.
- Margin — for the cycle, from Finance › Cost & margin.
- Cash, next 13 weeks — the lowest point of the cash forecast, from Finance › Cash forecast.
- Revenue ahead — billing scheduled in the next three months, and the weighted pipeline.
Needs a decision lists the most pressing live alerts, with Every alert linking to the full list.
Where the budgets stand shows each project's spend against its budget, most used first. The position beside it gives collected against contracted, past its due date, due in the next month, and payroll.
A workspace that has not started trading gets a page saying so, rather than a screen of zeroes that reads like a bad quarter.
Operations
Where: rople.app/w/operations — "How the work is flowing".
Read from tasks, issues and the schedule.
- Open work, with how much is overdue, blocked and unassigned.
- Cycle time — the median time from a task being created to done.
- On time — the share of dated tasks finished by their date, over 90 days.
- Service clocks met — issues resolved within their resolve-by time, and how many are breaching now.
- Throughput — eight weeks — tasks done against tasks opened each week. When the opened bars stay taller, the backlog is growing.
- This week's capacity — committed hours against available, how much work is tied to a goal or KPI or sits on a project, and open tasks with no estimate. Workload by person opens Workload & capacity.
- Quality — 90 days — issues raised, by kind, with a link to Quality & issues.
Clients
Where: rople.app/w/client-health — "Health across the whole book".
Health is the Accounts screen's own reading, from contact and open issues. Money overdue, broken promises to pay and complaints in the last six months make it a worry.
The figures are At risk (with the value of business with them), To watch, Renewing in 60 days and Room to grow. Room to grow is a healthy client in touch in the last two months who holds one engagement, or whose last one has lapsed.
Switch between At risk & watch, Renewing, Room to grow and Everybody. Each account shows why it is listed, its engagements and value, who cares for it, and its last contact or renewal date. Press a name to open the account.
Forecasts
Where: rople.app/w/forecasts — "Revenue, cash and capacity ahead".
- Scheduled, six months — billing clients have already agreed to, by due date, with how much of it is late.
- Weighted pipeline — each open lead's value at its stage's weight. A likelihood, not a promise.
- Sales cycle — the median time from lead to won.
- Short of hours — departments over capacity this week.
Revenue by month shows scheduled billing and weighted pipeline side by side, with the stage weights listed underneath. Capacity by department shows demand against available hours for the next four weeks, and how many hours short or free each department is. For cash, the thirteen-week forecast is in Finance › Cash forecast.
Alerts
Where: rople.app/w/alerts
Every alert a rule has raised: work past its date, a milestone late, a project budget used up, margin thin, money overdue, a promise to pay broken, a service clock breached, a client at risk, a lead gone quiet, a supplier document expiring, a resource due a service, a certification expiring, somebody over capacity.
The rules run every morning. An alert is raised once per risk and clears by itself when the risk goes. Left unacknowledged past the escalation window, it goes to the owner's manager.
- The figures are Open, Critical or high, Escalated and Yours.
- The views are Live (Everything live for a manager), Mine, Escalated and Resolved. Narrow by area: Work, Money, Clients, Suppliers, People or Growth.
- Acknowledge says you have seen it. Resolve asks what was done; if the risk is still there at the next run, the rule raises it again.
- A manager can Hand on an alert to somebody else: choose who, then press Hand it on; and press Run now to run the rules straight away.
- A workspace admin has a Rules link to the thresholds, in Organisation › Rules & automation.
A manager (level 3 and above) whose department can open Intelligence sees every alert. Anybody else sees the ones that are theirs or were escalated to them, which is also what My work shows.
Process analysis
Where: rople.app/w/process-analysis — "Where the processes wait".
One card per workflow: how many cases, how many are open, the median time start to finish, and how long 90% of them take. A Bottleneck chip names the step holding the most time, and a loops chip counts cases sent back to a stage they had already been through.
Press Steps for each step's cases done, median time, 90% time, how many are waiting now, the oldest wait, the share late, and its clock. With no workflows yet, the page says to design one in Workflows.
How it connects
- Business position and Cycles count revenue the same way as Home and Finance, so the screens cannot disagree. See Home and Finance.
- Margin and the cash forecast are Finance screens, shown here as tiles.
- Alert thresholds are set in Organisation › Rules & automation.
- Your own alerts also appear on My work.
Common questions
Is this the same as Finance? The money figures come from the same reading, so they cannot disagree. Finance is the money picture in detail. Business position is the whole company, with links out.
Why does a figure read zero, or not appear? Because there are no records behind it yet. Every figure names the module that would create some.
What is the difference between Business position and Cycles? Business position is where the company stands today, with the running cycle's revenue and cash. Cycles is what it did in each period, and how one period compares with another.
Can I build my own report? People reports export from People Analytics. Business reporting is what these screens are.